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JP Morgan Private Wealth Advisors’s Alarm.com ALRM Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ALRM Stock Details ALRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3,361
Closed -$218K – 1925
2022
Q3 		$218K Sell
3,361
-503
-13% -$34.5K ﹤0.01% 1775
2022
Q2 		$239K Sell
3,864
-1,272
-25% -$78.2K ﹤0.01% 1760
2022
Q1 		$341K Sell
5,136
-960
-16% -$67.9K ﹤0.01% 1699
2021
Q4 		$517K Buy
+6,096
New +$499K ﹤0.01% 1540
2019
Q2 		– Sell
-3,217
Closed -$209K – 1379
2019
Q1 		$209K Sell
3,217
-6,300
-66% -$382K ﹤0.01% 1362
2018
Q4 		$494K Sell
9,517
-2,120
-18% -$102K ﹤0.01% 973
2018
Q3 		$668K Sell
11,637
-66
-0.6% -$3.32K ﹤0.01% 968
2018
Q2 		$473K Buy
11,703
+290
+3% +$12K ﹤0.01% 1025
2018
Q1 		$431K Hold
11,413
– – ﹤0.01% 917
2017
Q4 		$431K Hold
11,413
– – ﹤0.01% 920
2017
Q3 		$516K Buy
11,413
+2,460
+27% +$102K ﹤0.01% 829
2017
Q2 		$337K Buy
+8,953
New +$300K ﹤0.01% 970

Other funds holding ALRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ALRM Position: Q4 2022 in Review

JP Morgan Private Wealth Advisors sold out of Alarm.com (ALRM) in Q4 2022, closing a stake of 3,361 shares — an estimated $218K sold.

JP Morgan Private Wealth Advisors first reported a position in ALRM in Q2 2017 and held it in 12 quarters. The position peaked at $668K in Q3 2018. 246 funds tracked by Wall St. Rank hold ALRM as of Q4 2022.

  • JP Morgan Private Wealth Advisors reported no remaining Alarm.com position as of Q4 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 3,361 Alarm.com shares in Q4 2022, an estimated $218K.
  • JP Morgan Private Wealth Advisors first reported a position in Alarm.com in Q2 2017 and held it in 12 quarters.
  • JP Morgan Private Wealth Advisors's Alarm.com position peaked at $668K in Q3 2018.
  • 246 funds tracked by Wall St. Rank held Alarm.com as of Q4 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.